Automate bill of lading Template using Wix Answers Bot

Discover a no-code approach to create fully-automated bill of lading workflow with Wix Answers bot

• To start building a new automated bill of lading workflow, navigate to the dashboard and click Start. Select Design workflow and upload your document or create it from scratch.

  

• Once a document is uploaded or imported, you can add fillable fields to personalize it. Place fields anywhere in a document to make it easier for individuals to fill out.

  

• After you’ve uploaded or created bill of lading, the next stage is assigning this document along with its fields to recipients.

  

• Next, navigate to the Assign fields dropdown to indicate which document fields are intended for which users.

  

• Once done, click Continue at the bottom of the screen.

  

• The final stage of configuring an automated bill of lading workflow is adding the no-code bots. To add a Wix Answers bot to the step, hover over the step you want to automate and select the Add bot to step option.

  

• At this stage, the list of offered bots has limitations. Select All bots in the top left area to view the full list of the bots you can add to the step. Alocate the Wix Answers bot, click Install bot, and configure the bot configurations.

  

• Now that your automated bill of lading workflow is configured, you can:

  • check how it works by choosing Test
  • choose Finish later if you plan to go back to the workflow setup
  • click Publish to send out your workflow